qTest OnPremises 2024.4 Installation Checklist
Use the following checklist to guide your installation of qTest OnPremises.
For questions and issues regarding the installation of qTest OnPremises, visit the Tricentis Support Portal or reach out to your Customer Success Manager.
Step 1: Plan your platform and deployment strategy
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Determine the operating system that you will be installing qTest on.
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Determine the deployment model that you will use to install qTest components.
If you select the Distributed Servers: Load Balanced deployment model, refer to these additional configuration instructions for Docker or for Windows and Linux. These steps are required if you are load balancing qTest Sessions with an F5 load balancer and using an open browser to access qTest Sessions. -
Determine the size of your servers, based on your selected deployment model.
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Verify the network port requirements are met and the required ports are open.
Step 2: Install the required prerequisite software
Windows or Linux
If you are installing qTest on a Windows or Linux operating system, refer to the following topics for instructions on installing PostgreSQL and Elasticsearch.
Kubernetes
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Cloud-hosted Kubernetes clusters, such as EKS on AWS
Tricentis does not provide instructions, installation assistance, or maintenance for Kubernetes clusters either natively installed or as a hosted service.
Step 3 (Optional, recommended for all Elasticsearch installations): Configure the default JVM heap size for Elasticsearch
By default, Elasticsearch automatically sets the JVM heap size based on a node's roles and total memory. Using the default sizing is recommended for most production environments. However, if needed, you can override the default heap size by configuring the minimum and maximum heap size settings. For instructions on configuring the default JVM heap size for Elasticsearch, refer to Configure the default JVM heap size for Elasticsearch.
Step 4 (Optional, recommended for all Elasticsearch installations): Configure Postgres
Following are additional steps you can complete to configure various Postgres properties.
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To install qTest using a different user than the default Postgres superuser, refer to the instructions in qTest Controller: Install qTest with a non-superuser.
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To improve Postgres password security, refer to the instructions in Change PostgreSQL Password Authentication to SCRAM-SHA-256.
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To use continuous WAL archiving, refer to the instructions in Continuous WAL Archiving for Linux or Continuous WAL Archiving for Windows.
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To split complex reporting queries from the production database, refer to the instructions in the following topics, based on qTest product. This incremental data backup process is beneficial for customers with a large amount of test and test results data.
Step 5 (Windows and Linux): Set up shared storage
You can set up shared storage using a distributed file system, such as NFS Client or SMB, or you can use an AWS S3 bucket.
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Use SMB for Windows (recommended for Windows). For instructions on setting up a shared server and directory using SMB, refer to Set up a shared server and directory using SMB (Windows).
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Use NFS for Windows. To use NFS for Windows, you will first need to install the NFS Client for Windows. The NFS Client should be installed on any server that is sending qTest data to a shared directory. If you are using the Multiple Servers or Multiple Servers: Load Balanced deployment model, you will need to install the NFS Client before you install an application node. Once you have installed the NFS Client, you can then set up a shared directory using NFS.
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Use NFS Client and NFS for Linux. To use NFS Client and NFS for Linux, you will first need to set up a shared directory using NFS Client and then set up a shared server using NFS.
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Use an AWS S3 bucket. For instructions on creating an AWS S3 bucket, refer to Create an AWS S3 Bucket for qTest Attachment Storage.
Step 6 (Recommended): Set up an archive and backup location
For instructions on setting up a backup location for qTest data, refer to Back up and Restore qTest Data.
Step 7: Install qTest
For instructions on installing qTest, refer to the corresponding installation guide for your operating system and deployment model.
Linux
Kubernetes
Windows
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2024.4 OnPremises Single Server Installation Guide for Windows
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2024.4 OnPremises Load Balance Installation Guide for Windows
Docker
Step 8: Configure the qTest applications
Refer to Configure qTest Applications for instructions on configuring the qTest applications after installation. These instructions include steps on creating a site administrator account, setting up an email server, importing qTest licenses, and connecting qTest Manager to the other qTest applications.